Cannot enable online banking

David H Sackett's Avatar

David H Sackett

31 Oct, 2020 05:39 PM

In the online dialogue, after I have signed in to my bank, the sign up process asks me to choose the account I wish to use for: Online Banking, Bill Payment. This page is frozen. I cannot check the boxes or specify an account.

Can anyone explain to me how to get by this barrier

Thankyou

  1. 1 Posted by steve on 01 Nov, 2020 03:55 PM

    steve's Avatar

    No. I have the same problem you do, using Version 2021 (2006); it seemed to work just fine with the prior version. Wish I hadn't downloaded and installed the latest version.

    My impression from reading other threads here is that the online banking module in the 2021 version is not ready for prime time.

  2. 2 Posted by David Sackett on 01 Nov, 2020 04:19 PM

    David Sackett's Avatar

    Thank you.
    I will let you know if I get anywhere.
    dhs
        On Sunday, November 1, 2020, 08:55:14 AM MST, steve <[email blocked]> wrote:

    |

  3. Support Staff 3 Posted by Maddy on 23 Nov, 2020 09:47 AM

    Maddy's Avatar

    Hi all,

    If you haven't already, you should try to recreate the connection with your bank, after running the update. You will need to disable your current connection and then recreate it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:

    1. Select your bank account in Moneydance

    2. Select Online --> Setup Online Banking
    3. Click the "Disable" button. If you don't see this button, just close the window.

    4. Repeat the previous steps for any additional accounts at the same institution.
    5. Select Online --> Setup Online Banking (again)

    6. Click the "New Connection" button and select your bank and hit OK
    7. Continue with the setup process, entering your username/password


    Make sure you pick "New Connection", even though your bank is still one of the connection choices after you disable it. Choosing your bank from the long list of available banks will force Moneydance to download the updated information, which should then allow you to connect.

    Please let us know if you continue to have connection problems after recreating your connection and we'll troubleshoot further.

    --
    Maddy, Infinite Kind Support

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